Uku allows for a number of things in a simple, intuitive Nordic design philosophy of which one can -
Manage deadlines, time tasks, strong reporting tools, share tasks and allows for open viewing so that all team members tasks are visible, CRM, Correct billable hours...all in a clean view with a fast learning curve to adoption.
About Redvision Tech
RED Vision Computer Technologies Pvt. Ltd., Offering B2B application services since 2006 to help organization & IFA to exceed their technological expectations in India & Abroad. Our competencies lie in Enterprise Resource Planning (ERP) Development and Maintenance.
We offer a mature and seasoned team for implementing ideas in real business. The team's exposure in software implementation, Product ranges starts from Wealth Management Software ERP system which is currently used by more than 2500+ CFPs and MF Advisors across 400+ cities in India who are providing professional advisory services to 25,00,000+ satisfied Online Portfolio users across the globe, which makes Wealth eoffice one of the India's largest Wealth management software providers in India, other product ranges from financial website development, Financial tickers & Financial Planning software. With diverse implementation exposures, REDVision Technologies has good grasp over Financial Domain & Technologies and quality implementations are mandatory for us.
Features
2-Factor Authentication
API
Batch Permissions & Access
Customer Management
Data Export
Data Import
External Integrations
Multi-Currency
Multi-User
Notifications
BitCoin
PayPal
Stripe
Features
2-Factor Authentication
API
Batch Permissions & Access
Customer Management
Data Export
Data Import
External Integrations
Multi-Currency
Multi-User
Notifications
BitCoin
PayPal
Stripe
Summary
Automated worklows ensure that tasks are tracked.
CRM maintains client relationships so services are delivered.
Reporting and analysis to new levels
Collaborate to deliver remarkable client service.
Intuitive user-experience
Fast learning curve in adoption.
Tasks and Time tracking for better billing and happier clients
Summary
No key features associated with this application.
Pricing
Freelancer
Free
Included in plan:
1 user
Most features
No custom fields
No company account
Standard
$19.00
per month billed yearly (Or 29 billed monthly
Included in plan:
All features
Reporting
User roles and permissions
Teamwork tools
Custom fields
Live chat support
Unlimited users
Pro
$39.00
per month billed yearly (or 49 billed monthly)
Included in plan:
All that the other plans offer
Billing
Integrations
Budget monitoring
Personlised help
One on one (hand hold training)
FAQs
Does this service integrate with any other apps?
Full Integrations are currently in development and will be out in the first half of 2021
Does this service offer multi-user capability (e.g. teams)?
Yes for Standard and pro versions
What are some applications this service is commonly used in tandem with?
Most accounting software can be used in conjunction with Uku as its web based and with "Mini Uku" you have an assistant that keeps track of the main issues, tasks and deadlines. Its all about ease of use rather than complicate an accountants already mannic time schedules.
Does this service offer an API?
Coming shortly
What is this service generally used for?
Manage deadlines, time tasks, strong reporting tools, share tasks and allows for open viewing so that all team members tasks are visible, CRM, Correct billable hours...all in a clean view with a fast learning curve to adoption.
Does this service offer guides, tutorials and or customer support?
yes, we have acadmy pages, help and an online team of support to assist with getting customers up and running as quickly as possible.
What platforms does this service support?
Works alongside most platforms
Who are the main user groups of this service?
Accounting practices
Financial services practices
FAQs
What platforms does this service support?
Windows, Mac, iPhone, Andriod
What is this service generally used for?
It is used to provide wealth management back office for Financial Advisors.
What are some applications this service is commonly used in tandem with?
Microsoft Excel
Adobe PDF
Microsoft Word
Microsoft Outlook
Does this service offer an API?
Yes this financial Planning Software Offers API Service
Who are the main user groups of this service?
Financial Advisors and Wealth Management professionals like IFA, RIAs, MFDs. and their Investors.
Does this service integrate with any other apps?
Yes
* NSE N MF II
* BSE Star MF
* Morningstar Advisor Workstation
* Value Express Analytics
* Omnimax Financial Planning
Does this service offer multi-user capability (e.g. teams)?
Yes this financial planning software for distributors in India offers Multi-User Capability.
Does this service offer guides, tutorials and or customer support?
Yes REDVision Tech Software for Financial Advisors Offers all guides and 24*7 tech support.
